Reflections on Tencent
Tencent Holdings (700 HK) is up 14% from recent lows hit after results on the 15th August, having fallen on fears around their core competency of...
803 Views
Meituan-Dianping IPO, Part 3: Sum-Of-Parts Approach Suggests US$50 Bn Valuation Quite Unrealistic
Recent media reports (see articles here and here) suggest Meituan Dianping (MEITUAN CH) will attempt to complete its listing in Hong Kong by...
1k Views
Y Ventures: A Potential to Double (Part 2)
With a small market cap barely touching SGD 100m, YVEN is easy to be passed up by fund managers. However, its data-centric approach to e-commerce,...
587 Views
Y Ventures Group:Â A Potential to Double (Part 1)
With a small market cap barely touching SGD 100m, Y Ventures Group (YVEN) might easily be overlooked by fund managers. However, its data-centric...
497 Views
Turning Negative on Baozun: Software Upgrade Delayed; E-Commerce Premiumization Slows
Baozun Inc. (BZUN US) was our top long idea for the past 8 months with a price target of $45. At its current $55 per share, the stock price in...
518 Views